6:33 AM
Registration for Closed Door Breakfast Attendees
6:33 AM
Closed-Door Breakfast Roundtable Discussion for Senior Executives at Pension Plans, Foundations and Endowments
We are pleased to offer senior executives at pension plans, foundations and endowments a confidential peer-to-peer open discussion forum. The following roundtable will enable participants to freely discuss issues at the top of their agenda. Participation is strictly limited to qualified attendees. To register and to submit discussion points please email gdzurenda@imn.org. Submitted questions will remain anonymous.

Bernard Lahey

Chief Investment Officer
Hydro-Quebec

Colleen Sidford

Vice President and Chief Investment Officer
Ontario Power Generation
6:33 AM
Registration for All Conference Attendees and Continental Breakfast
6:33 AM
Welcome Remarks from IMN

Meredith Atkinson

Director
IMN
9:00 AM
Keynote Session: Macro-Economic & Structural Change/Megatrends Shaping Society - Where Are We Headed in the Medium- Long-Term?
In this keynote session we examine where the domestic and global economies and markets are headed in the medium - long-term based on current trends/events/policy and other challenges.

Bruce Grantier

Former Managing Director
Scotia Bank

Marlene Puffer

Chief Strategist, Global Fixed Income Strategy
BCA Research

Chris Lawless

Chief Economist
British Columbia Investment Management Corporation
6:33 AM
Canadian Pension Plan CIO Panel: Investing in a Low Rate Environment
* How is the regulatory/political/economic environment impacting your long-term investment strategy? What does your portfolio currently look like? Where do alternatives fit? How are you measuring the importance of different asset classes? * With a continued low rate environment, what strategies are you newly considering for increased returns? What investment strategies wont you pursue? Why? * Where are you currently seeing the biggest investment opportunities? What is your perspective on Emerging Markets? Canada vs.US vs. overseas investments? * What is your approach to risk management? Have we become too risk averse? Are there situations today when taking higher risk can be justified? *

Jacques Lussier

Former Chief Investment Strategist
Desjardins

David Long

Senior Vice President & Chief Investment Officer, ALM, Derivatives & Fixed Income
Healthcare of Ontario Pension Plan (HOOPP)

Bernard Lahey

Chief Investment Officer
Hydro-Quebec

Jill Pepall

Chief Investment Officer
Ontario Pension Board (OPB)

Colleen Sidford

Vice President and Chief Investment Officer
Ontario Power Generation
6:33 AM
Networking Refreshment Break
11:00 AM
Managed Futures: The What, the Why and the How for Institutional Investors
 Allocation to managed futures is increasing among institutional investors looking for uncorrelated returns. In this session we bring together institutional investors who have made such allocations and commodity trading advisers (CTAs) to discuss the merits and challenges of these tactical trading strategies. Among the points to be addressed are: * As an institutional investor: What was your decision matrix in allocating to managed futures? What is your allocation as a percentage of your overall fund? What are your return expectations? Has your experience overall been positive? Challenging? What are some of the pitfalls or obstacles in allocating to managed futures? Due diligence: What are the 2-3 most critical things an institution/plan sponsor should address when considering managed futures? What is the most compelling argument for institutional investors to allocate to managed futures? Are they right for all such investors? * As a CTA: What are the main strategies that you employ and why? How are investment decisions made? Do you use mostly futures or do you also employ options to enhance returns? * Financial futures vs. commodity futures * Global vs. North American exchanges * How do you control risk? Do you have downside thresholds? If a position moves against you how do you respond? * Sharp ratios: What is your perspective? Is there a better measurement? Do you hedge any of your risks? If so how?*

David Lerman

Senior Director, Asset Managers
CME Group

Vaino Keelmann

Partner
API Asset Performance Inc.

Tim Pickering

President and Lead Portfolio Manager
Auspice Capital Advisors Ltd

Alex Da Costa

Director, Hedge Fund Research and Consulting
Pavilion Advisory Group Ltd.
6:33 AM
Examining Different Approaches to Volatility Exposure in Portfolio Construction: From Low to High - How are they Doing and What Can We Learn?
 In this session we discuss different approaches to volatility in building a portfolio: From minimum/low volatility investment strategies to strategies that attempt to exploit the benefits of volatility and are designed to be both robust and opportunistic. We assess the riskreturn characteristics of these approaches, results to-date, implementation considerations and their overall pros and cons. Among the points addressed are: * How do minimum volatility and other smart beta approaches fit into traditional asset allocation strategies? How to achieve downside protection and superior risk-adjusted returns in volatile periods? What are the implementation challenges? * What is the strategic case for allocating to volatility? Can volatility allocation within an overall portfolio provide risk reduction benefits that are superior to traditional diversification alone? Assessing approaches to incorporating volatility into a portfolio *

Neil Simons

Vice President
NorthWater Capital

Srinkanth Iyer

Head of Global Equities
Guardian

Raman Aylur Subramanian

Managing Director, Head of Equity Applied Research, Americas
MSCI

Adrian Hussey

Director, Portfolio and Risk Analysis
University of Toronto Asset Management
6:33 AM
Lunch
6:33 AM
Alternative Benchmarks as a Source of Performance: How Are They Faring? What is the Strategic Case for Institutional Investors to Make Allocations?
In this session we compare and contrast alternatives to cap-weighted indices as a source of performance. In doing so, we will also debate the case to invest in such alternatives. Specifically we will examine: Low volatility strategies, maximum diversification, fundamental indexing, and factor based allocation.

Gary Knight

Vice President, Trading
TMX | Toronto Stock Exchange

Jacques Lussier

Former Chief Investment Strategist
Desjardins

Douglas Gratz

Senior Vice President, Affiliate Relations
Research Affiliates

David Blitzer

Chairman of the Index Committee
S&P Dow Jones Indices
6:33 AM
Institutional Investor Perspective: Asset Manager Selection; Aligning Interests; Evolving Relations and Communications
In a low-return environment, when its challenging for asset managers to differentiate themselves by performance, other aspects of the investor-manager relationship become more prominent. In this session institutional investors discuss what they now expect from their asset manager, their selection criteria and processes, how they see the relationship evolving and what it takes for a successful match. * Are you asking for more from your asset managers than you were five years ago? If so, in what way? How are institutional investor-asset manager relations evolving? What are the drivers? * What are your asset manager selection criteria? Small managers vs. big firms: Pros and cons? Which do you prefer working with?* How do you run an RFP? What should go into an RFP to effectively evaluate an asset manager? What is your process for ranking and rating? What role do investment consultants play in your asset manager selection process? * Aligning interests: How to achieve this? * What does it take from both sides for a successful relationship, particularly in this climate of change? * What if the main talent leaves your asset manager: Then what? * Ending the relationship: Key considerations * Fees: What are the current drivers? * What is your preferred method and frequency of communication from asset managers and on what topics (e.g. returns, risk, regulation, etc.)? *

Pauline Shum

Director, Master of Finance Program & Associate Professor of Finance
York University

Vaino Keelmann

Partner
API Asset Performance Inc.

Tim Baron

Partner
Davies Ward Phillips Vineberg LLP

Yusuke Khan

Senior Consultant
Pavilion Advisory Group Ltd.

Ruo Tan

President
SEGAL Rogerscasey Canada
3:00 PM
Afternoon Networking Refreshment Break
6:33 AM
Index Investing: Comparing ETFs, Index Futures and other Index Products available to Institutional Investors

With passive equity index investing becoming increasingly popular in asset allocation strategies, institutional investors must stay abreast of evolutions in markets and strategies available to achieve efficient benchmark returns. While ETF markets set records for both sales and assets, exchanges have been busy listing futures linked to benchmark indices with similar success. Institutional investors are drawn to the benefits of liquidity, low fees and diversification that ETFs offer. However, not all institutional investors are fully on board with the product citing that most ETFs don't fit the more complex needs of a pension fund or endowment. In this session we examine the products and strategies currently available to passive equity index investors, highlighting pros and cons, risk-reward profile, and performance of the most popular approaches in the institutional community.

Joseph Hickey

Managing Director, Delta-One Trading Americas
Bank of America Merrill Lynch

Rob Ivanoff

Director of Research
Financial Products Research

Clifford Weber

EVP, Head of Strategy and Product Development
NYSE Liffe US

Dean Allen

ETF Product Management
Vanguard Investments Canada Inc.

David Kaufman

President and CEO
Westcourt Capital Corporation
4:00 PM
The Global Infrastructure Market: Investment “Hot Spots”; Investing Directly Vs. Infrastructure Funds; Risk-Reward Profiles
 * Where does infrastructure investment fit in your portfolio allocation and what percentage does it make up? Do you anticipate altering allocations to infrastructure in the foreseeable future? If yes, why? * What is your preferred investment size? * Which geo areas/what infrastructure sectors are you favoring? What returns are you experiencing/expecting? What benchmarks do you use? * What benefits do infrastructure investments offer in the current climate? What are the main barriers to such investments? * What are the inherent risks of infrastructure investment? Understanding the risk-reward profile * Do you invest directly and/or via infrastructure funds? Direct investments vs. infrastructure funds: What are the pros and cons and key considerations for institutional investors? * Where will be the infrastructure investment hot spots in the next 5-10 years? What is the outlook for infrastructure investments in China? Small, emerging markets? What are the opportunities in Canada and the US? * Which infrastructure sectors are expected to produce the best returns in the long term: electricity vs. transportation vs. water distribution vs. wastewater treatment? *

Ryan Bisch

Principal
Mercer

John Walker

Managing Director
Kensington Capital Partners Ltd.

Ruo Tan

President
SEGAL Rogerscasey Canada
6:33 AM
Trading Issues for ETFs - What are Key Lessons for the Desk?
ETFs have hit the spotlight and become more important in portfolios. Operating in a particularly volatile market climate makes trading all the more challenging. In this session we address key considerations for traders highlighting secrets and successes for operating in the current market environment.

Gary Knight

Vice President, Trading
TMX | Toronto Stock Exchange

Alan Green

Capital Markets
iShares

Greg Jones

Managing Director, Global Equity Derivatives
NB Financial
6:33 AM
Networking Reception
6:33 AM
Day One of IMN’s 12th Annual Canada Cup of Investment Management Concludes
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  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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